Gerald Faller is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies supported by an Investment Management & Research team.

Kevin Pfeffer is a CFP® professional with nine years of experience in the financial services industry. He is currently with Osaic Institutions, Inc. and has held prior roles at Ameriprise Financial Services, First Eagle Investment Management, and AXA Distributors, among others. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

Michael Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Gregory Meyer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions through integrated financial group capabilities.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She currently works at HB Wealth Management and previously held positions at Bloomberg and Wells Fargo Securities. Adams serves as Secretary on the Board of the CMT Association and is an Advisory Board Member for the University of Florida’s Warrington College of Business. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer (OCIO) and institutional advisory services.

John Korn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Victory Capital Management, Amundi Distributor, and Putnam Retail Management. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Robert Rosenhouse is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Penn Mutual Life Insurance Company and Professional Planning Consultants since 1988. He is also an owner and agent at Professional Planning Consultants, where he focuses on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, and Bank of America. Outside of his advisory work, he owns and operates an auto parts business on eBay. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a range of portfolio solutions including TD Managed Portfolios and TD Guided Portfolios.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Mary Ferrone is a financial advisor with Principal Financial Services in Denville, NJ. She holds a Series 66 designation and has 22 years of industry experience, all with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Peter Song is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Eagle Strategies since 2004 and currently operates Besthouse Wealth Strategies Group LLC, focusing on New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Swarthmore College and St. Peter's Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers access to a range of investment solutions through its Private Advisor model and consolidated investment platform.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including TD Bank N.A., Equitable Advisors, LLC, and The Prudential Insurance Company of America. Outside of finance, he is active as a DJ in the arts and entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Richard Swift is a Series 65 licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior experience includes roles at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved in a service-disabled veteran-owned personal holding company based in Morristown, NJ. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of investment approaches and provides access to multiple platforms and services tailored to client objectives.

David Parisi is a financial advisor at PNC Wealth Management with 31 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk profiling and discretionary model management with mutual funds and ETFs.